Sales Target Planning Workspace

Objectives

After completing this lesson, you will be able to:

  • Determine how to create a sales target, forecast, and use Microsoft Excel to execute sales plans and upload to SAP Sales Cloud.

Sales Planning

Highlight key areas and features:

  • Show where to create, edit, and delete functions area
  • Edit plan structure
  • How to open plan in Microsoft Excel
  • Show fact sheet navigation

Sales planning enables you to define and monitor sales targets. It promotes seamless monitoring of sales targets, forecasts, and revenues.   

Enabling sales planning offers the following features:

Communication for Sales Planning: This allows you to set and measure sales revenue targets for a specific time by territory, salesperson, product, account, and more dimensions. This is relevant for companies who want to set detailed dimensions and measures to assign to their sales employees. 

Reporting and Analytics for Sales Planning: This includes data sources and reports for monitoring and measuring sales revenue targets for an employee, manager, and an opportunity.

Sales targets can be analyzed by managers through reports to monitor their representative's progress. 

Before working with sales targets, Sales Planning will need to be scoped into the implementation project. This scoping has already been completed in your tenant.

Sales Target

Let´s take a look how you can create a Sales Target.

Creating a Sales Target Report

Now let’s look at how a Sales Target Report can be created and viewed.

Sales Forecast

Click on each icon to learn more about Sales Forecasting.

Sales Forecasting

Creating and Viewing a Sales Forecast

In this next video, you’ll learn how to create a Sales Forecast.

Sales Tools

There are several available selling tools. Click on each heading to learn about Playbooks and Customer Insights.

Log in to track your progress & complete quizzes